Connect Wealthbox and Google Drive integrations
Connect Wealthbox and Google Drive with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Wealthbox and Google Drive to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Adds a member to the household.
Completes a workflow step.
Creates a new contact.
Creates a new event.
Creates a new opportunity.
Creates a new note.
Creates a new project.
Creates a new task.
Creates a new workflow.
Deletes a specific contact using its unique identifier.
Removes a member from a household.
Deletes an existing event from your account (workspace).
Deletes an existing opportunity from your account (workspace).
Deletes an existing project from your account (workspace).
Deletes an existing task from your account (workspace).
Retrieves a specific contact using its unique identifier.
Retrieves a specific event using its unique identifier.
Retrieves a specific opportunity using its unique identifier.
Retrieves a specific note using its unique identifier.
Retrieves a specific project using its unique identifier.
Retrieves a specific task using its unique identifier.
Retrieves a specific workflow using its unique identifier.
Performs an arbitrary authorized API call.
Reverts a workflow step.
Updates a specific contact using its unique identifier.
Updates an existing event with new properties.
Updates an existing opportunity with new properties.
Updates an existing note with new properties.
Updates an existing project with new properties.
Updates an existing task with new properties.
Updates an existing workflow with new properties.
Makes a copy of an existing file.
Creates a new file or folder shortcut.
Creates a file from a text plain.
Creates a new folder.
Creates a new shared drive.
Permanently deletes a file or folder owned by the user without moving it to the trash.
Deletes a file's revision.
Deletes a shared drive without any content.
Downloads a file.
Retrieves a file or folder path for an ID.
Gets a specified file's revision.
Gets a shared drive's metadata by ID.
Gets a share link for file or folder.
Performs an arbitrary authorized API call.
Moves a file or folder to a different location in Google Drive.
Moves a file or folder to trash.
Renames an existing folder.
Revokes a file or folder access.
Updates a file's metadata and/or content.
Updates an exisitng file or folder access.
Updates an existing file's revision.
Updates an existing shared drive. For admins only.
Uploads a new file.
Retrieves a folder ID for a folder path.
Retrieves a list of file's revisions.
Searches for files or folders based on search criteria.
Searches for Google Shared Drives with query options.
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Build your Wealthbox and Google Drive integrations.
Create custom Wealthbox and Google Drive workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a member to the household.
Completes a workflow step.
Makes a copy of an existing file.
Creates a new contact.
Creates a file from a text plain.
Creates a new file or folder shortcut.
Creates a new folder.
Creates a new note.
Creates a new project.
Popular Wealthbox and Google Drive workflows.
Looking to get more out of Wealthbox and Google Drive? With Make you can visually integrate Wealthbox and Google Drive into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Save new Gmail attachments to Google Drive
Automatically save incoming Gmail attachments in your Google Drive!
TRY IT ->Save email attachments to Google Drive
Every time you receive an email with an attachment, Make will automatically save that attachment to a specified folder in Google Drive. The attachment will be saved in its original format.
TRY IT ->Create Canva designs with data from Google Sheets and upload to Google Drive
Easily design in Canva using data from Google Sheets, then upload your creations to Google Drive. Boost your workflow with this integrated approach.
TRY IT ->Save new Telegram files to Google Drive
Automatically save Telegram files to a Google Drive folder you specify.
TRY IT ->Upload new videos to YouTube and LinkedIn automatically
Enhance your online presence by seamlessly uploading fresh video content to YouTube and LinkedIn. Engage audiences and boost visibility with automated uploads, ensuring your latest videos reach your followers promptly and effectively.
TRY IT ->Transcribe audio files from Google Drive using OpenAI Whisper and send an email
Easily transcribe audio files stored on Google Drive with OpenAI Whisper, automate transcription, store on a Google Doc and instantly email the doc for ease of communication. Please note that the Whisper API file limit is 25mb, we have used CloudConvert to convert these files to smaller mp3 files for Whisper to transcribe.
TRY IT ->Streamline YouTube uploads with AI-generated descriptions and tags from Google Drive
Easily upload YouTube videos and shorts using AI-generated descriptions and tags sourced directly from Google Drive to boost your video rankings and simplify content management. Ensure shorts are in 9:16 aspect ratio and less than 60 seconds. Video file size limitations on Make plans: Free: 5 MB Core: 100 MB Pro: 250 MB Teams: 500 MB Enterprise: 1000 MB
TRY IT ->
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Traffic Funnel: Multiplatform Video Publishing & Traffic Automation (Short version)
This scenario is the first part of a powerful automation system for video creators, marketers, and social media managers. It handles the full pre-publishing cycle of your video content — from raw footage to SEO-optimized posts — and works with any platform that supports video content. ✅ What this scenario does: • Takes a video from Google Drive, no size or format restrictions. • Runs an automated transcription via the Harmoniq module. • Extracts key moments, timestamps, and converts them into platform-ready shorts. • Automatically generates: o SEO titles o Descriptions with CTAs o Hashtags and keywords o Platform-specific formatting • Publishes videos (or Shorts) with correct timing, captions, and descriptions to any platform, including: o YouTube o Instagram o TikTok o Facebook o LinkedIn o Telegram o VK, Pinterest, and more 📊 The entire flow is managed via a Google Sheet interface, so you stay in control without doing the manual work. ________________________________________ 🌍 Why it matters: This scenario is not just about automation — it's about freeing your time, scaling your reach, and unifying your content pipeline across all major video and social platforms. You no longer have to write separate descriptions, tailor hashtags, or publish manually — Harmoniq does it for you. ________________________________________ 🔗 Get both parts and full documentation at: 👉 https://kihedi.com
TRY IT ->Detect text from Google Drive files and add structured data to Google Sheets using ChatGPT
Use this template to extract text from Google Drive files and convert it into structured data in Google Sheets using Google Cloud Vision and ChatGPT then update your sheet with the information.
TRY IT ->
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